New Year, New Decade. Future Firm, Future Planner. We'll be using this Journal of Financial Planning Cover Story as the basis of our discussion. We want your take on the story and how you see the financial planning profession evolving during this version of "the roaring twenties."
Join the Conversation...
What will financial planning firms look like in the future?
What does the future compensation model look like?
How will technology impact the planner of the future?
How might changes in clients' lifestyles and cultural values transform financial planning for the next generation of planners?
About the Roundtable
As the financial advisory marketplace becomes increasingly competitive, firms and advisors who set themselves apart will have to focus not only on providing financial planning advice, but also on running and growing a profitable business. Our Practice Management Roundtables focus on the business side of the equation.
Our format is typically a roundtable discussion where attendees are able to exchange experiences, gain new insights to help meet the dynamic challenges of the financial planning profession. These sessions are designed to be highly interactive. Whether you are just beginning your practice or looking to transition into retirement -- Practice Management Events are a "must attend."
This is the perfect opportunity to network. We'll prepare some questions to get the conversation rolling and to keep it on track.
There is no charge for this meeting - except for what you order from the menu.
RSVP by using one of the options at the bottom of this page so we can have a table big enough for this discussion.